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Portfolio (Quarterly) Guide ↗

Heritage Wealth Advisors

· CIK 0001591122
13F Portfolio $2.6B AUM 692 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 124 New 126 Added 131 Reduced 38 Exited
Page 5 of 7  ·  126 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 RSG Republic Services Inc Industrials 248.0 $54K 0.00% +183.0 +281.5% $219.02 -2.1%
82 NKE Nike Inc Class B Consumer Cyclical 997.0 $53K 0.00% +85.0 +9.3% $52.82 -19.4%
83 JEPQ J P MORGAN NASDAQ EQT PRM INC ETF 893.0 $50K 0.00% +176.0 +24.6% $55.52 +7.3%
84 VLTO VERALTO ORD WI Industrials 548.0 $48K 0.00% +198.0 +56.6% $88.42 -1.9%
85 OHI Omega Healthcare Investors Inc Real Estate 1,100.0 $48K 0.00% +100.0 +10.0% $43.82 +10.3%
86 Q Qwest Communs Intl Inc Technology 411.0 $47K 0.00% +200.0 +94.8% $115.38 +29.2%
87 SHOP Shopify Inc Technology 395.0 $47K 0.00% +310.0 +364.7% $118.62 -13.7%
88 CTRE CareTrust REIT Inc Real Estate 1,250.0 $46K 0.00% +250.0 +25.0% $36.65 +13.3%
89 EOG E O G Resources Inc Energy 311.0 $45K 0.00% +93.0 +42.7% $144.57 -1.1%
90 CARR Carrier Global Corp-Wi Industrials 774.0 $44K 0.00% +74.0 +10.6% $56.31 +9.1%
91 GEHC GE HEALTHCARE TECHNOLOGIES ORD WI Healthcare 604.0 $43K 0.00% +114.0 +23.3% $71.18 -13.6%
92 LIN Linde plc Basic Materials 82.0 $41K 0.00% +70.0 +583.3% $495.76 +3.0%
93 DD Dupont De Nemours Inc Basic Materials 824.0 $38K 0.00% +400.0 +94.3% $45.80 +6.2%
94 EXC Exelon Corporation Utilities 667.0 $33K 0.00% +312.0 +87.9% $49.02 -10.3%
95 SPGI S&p Global Inc Financial Services 76.0 $32K 0.00% +58.0 +322.2% $425.34 -1.9%
96 BSX Boston Scientific Corp Healthcare 476.0 $30K 0.00% +448.0 +1600.0% $62.75 -9.5%
97 CSGP Costar Group Inc Real Estate 593.0 $24K 0.00% +517.0 +680.3% $40.34 -17.7%
98 HPQ Hewlett-Packard Company Technology 1,200.0 $23K 0.00% +400.0 +50.0% $19.21 +8.9%
99 TMUS T-Mobile Us Inc Communication Services 104.0 $22K 0.00% +56.0 +116.7% $210.03 -9.2%
100 DOW Dow Chemical Company Basic Materials 519.0 $22K 0.00% +200.0 +62.7% $41.65 -7.4%
Page 5 of 7  ·  126 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 34.7%
Technology 12.3%
Industrials 10.3%
Consumer Cyclical 9.4%
Energy 8.7%
Communication Services 7.2%
Healthcare 6.9%
Consumer Defensive 6.7%
Utilities 3.4%
Basic Materials 0.2%